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PROCYON
Legal name: PROCYON ADVISORS, LLC
CRD 288239File 801-110493
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.20B
Top 10% of cohort (national)
Discretionary AUM
$3.54B
Non-discretionary $5.66B
Clients
3,048
8,716 accounts
Employees
76
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 26, 2017
- Principal office
- 1 CORPORATE DRIVE, SUITE 225, SHELTON, CT, 06484
- Phone
- (475) 232-2704
- Website
- https://procyon.net/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.20B
- Discretionary AUM
- $3.54B
- Non-discretionary AUM
- $5.66B
- Discretionary accounts
- 8,535
- Non-discretionary accounts
- 181
- Total accounts
- 8,716
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 103 | $350.5M |
| High net worth individuals | 691 | $2.84B |
| Pooled investment vehicles | 2 | $43.1M |
| Pension and profit sharing plans | 156 | $4.91B |
| State or municipal government entities | 12 | $479.3M |
| Individuals (other than high net worth individuals) | 2,084 | $574.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.